WFG Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-3,318
| Closed | -$87K | – | 1896 |
|
|
2014
Q4 | $87K | Buy |
3,318
+6
| +0.2% | +$157 | 0.02% | 678 |
|
|
2014
Q3 | $81K | Buy |
3,312
+6
| +0.2% | +$147 | 0.02% | 734 |
|
|
2014
Q2 | $83K | Buy |
3,306
+6
| +0.2% | +$151 | 0.02% | 723 |
|
|
2014
Q1 | $80K | Buy |
3,300
+6
| +0.2% | +$145 | 0.02% | 720 |
|
|
2013
Q4 | $78K | Hold |
3,294
| – | – | 0.01% | 834 |
|
|
2013
Q3 | $73K | Buy |
3,294
+12
| +0.4% | +$266 | 0.01% | 797 |
|
|
2013
Q2 | $66K | Buy |
+3,282
| New | +$66K | 0.01% | 790 |
|